Childress Capital Advisors LLC Increases Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Childress Capital Advisors LLC grew its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 145.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,192 shares of the semiconductor company’s stock after purchasing an additional 1,891 shares during the quarter. Childress Capital Advisors LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $891,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Heartwood Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at $32,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $32,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter worth about $33,000. Navigoe LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $42,000. Finally, Proffitt & Goodson Inc. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 470.4% in the 3rd quarter. Proffitt & Goodson Inc. now owns 154 shares of the semiconductor company’s stock valued at $43,000 after purchasing an additional 127 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company’s stock.

Analyst Ratings Changes

TSM has been the topic of several research analyst reports. Barclays lifted their price target on Taiwan Semiconductor Manufacturing from $330.00 to $355.00 and gave the stock an “overweight” rating in a research report on Friday, October 17th. UBS Group set a $330.00 target price on shares of Taiwan Semiconductor Manufacturing in a research report on Sunday, December 7th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday. Citigroup restated a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, October 17th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Taiwan Semiconductor Manufacturing in a report on Monday, December 29th. Eight analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $355.00.

More Taiwan Semiconductor Manufacturing News

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Several major analysts raised targets and reiterated buy calls, citing stronger-than-expected AI-driven demand and higher margin visibility — a key driver of the stock rally today. Goldman Sachs Price Target
• Positive Sentiment: A bullish valuation note projects further upside (Seeking Alpha’s $358 target), reinforcing investor belief that TSMC is the central beneficiary of the AI infrastructure buildout and pricing power on advanced nodes. Seeking Alpha Bull Case
• Positive Sentiment: Policy and product developments could materially lift volumes: a U.S. one‑year export license to allow TSMC to import U.S. equipment for its China fabs plus potential large H200 GPU orders from NVIDIA create a pathway for sizable incremental revenue if approvals continue. Benzinga Export License MarketBeat on NVIDIA H200
• Neutral Sentiment: Market positioning and derivatives activity have picked up (notable options volume), signaling speculative interest and positioning that can amplify moves in either direction. Benzinga Options Activity
• Neutral Sentiment: Management tweak at TSMC Arizona (new treasurer) reflects ongoing U.S. buildout and operational scaling but is not expected to materially change fundamentals near term. TipRanks Arizona Appointment
• Negative Sentiment: Legal risk persists: Taiwanese prosecutors filed additional indictments related to alleged trade‑secret theft tied to TSMC technology, a reputational and potential operational/legal overhang that could weigh on sentiment if it escalates. Reuters Trade-Secrets Case

Taiwan Semiconductor Manufacturing Trading Up 1.5%

Shares of TSM opened at $327.22 on Wednesday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and a quick ratio of 2.47. Taiwan Semiconductor Manufacturing Company Ltd. has a 1-year low of $134.25 and a 1-year high of $333.08. The stock has a market cap of $1.69 trillion, a price-to-earnings ratio of 33.56, a price-to-earnings-growth ratio of 0.92 and a beta of 1.29. The firm has a 50 day simple moving average of $294.52 and a 200-day simple moving average of $268.26.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last posted its earnings results on Friday, November 14th. The semiconductor company reported $14.32 earnings per share (EPS) for the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.34% and a net margin of 43.72%. Equities analysts forecast that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 9th. Investors of record on Tuesday, March 17th will be paid a dividend of $0.9678 per share. The ex-dividend date of this dividend is Tuesday, March 17th. This is an increase from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.83. This represents a $3.87 dividend on an annualized basis and a dividend yield of 1.2%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 25.74%.

Taiwan Semiconductor Manufacturing Company Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.